Tag: CoStar

Real Estate Tech<span class="badge-status" style="background:red">Premium</span> 

Real Estate TechPremium 

From Satellite Imagery to 3D Maps to Home Rentals to Smart Home Devices and More Companies mentioned in this report: Airbnb (private); Alarm.com (ALRM); Amazon (AMZN); Apple (AAPL); ARCHIBUS (private); Autodesk (ADSK); CoStar Group (CSGP); DigitalGlobe/ Maxar Technologies (MAXR); DocuSign (DOCU); EagleView (private); Ellie Mae (private); ESRI (private); Facebook (FB); Fidelity National Financial (FNF); Google … Continue reading Real Estate TechPremium 

Tesla’s $2.3 Billion CEO Compensation Package

Tesla’s $2.3 Billion CEO Compensation Package

Tesla CEO Elon Musk's $2.3 Billion compensation package is an example of poor corporate governance and a self-serving Board (ACCESS Our Commentary HERE). For examples of how to run a business well and fairly compensate CEOs for performance - look no further than CoStar (tkr: CSGP) and SS&C (tkr: SSNC). Our CSGP and SSNC data … Continue reading Tesla’s $2.3 Billion CEO Compensation Package

Build. Acquire. Repeat.<span class="badge-status" style="background:red">Premium</span> 

Build. Acquire. Repeat.Premium 

Some companies execute smart, strategic acquisitions better than others. Here’s a short list of publicly-traded FinTech & Info Services companies that do M&A well: CoStar Group (tkr: CSGP), Intercontinental Exchange (tkr: ICE), IHS Markit (tkr: INFO) SS&C Technologies (tkr: SSNC) and Verisk (tkr: VRSK). Click Here for Revenue, EBITDA and related metrics. We love FinTech … Continue reading Build. Acquire. Repeat.Premium 

Software Powers the World. Augmented Reality Is How We Will Engage with It.

Software Powers the World. Augmented Reality Is How We Will Engage with It.

In a software-driven world, Augmented Reality ("AR") is the lens through which we will engage with it. Google has rolled out an AR-enhanced "Maps" application to a limited user set. The AR feature provides highly-specific location data/ navigation assist as an overlay to smartphone screens. The thought is that over time this technology will deliver … Continue reading Software Powers the World. Augmented Reality Is How We Will Engage with It.

How to Fix IBM: M&A and More M&A

Recently we posited that IBM could easily fix its habitually declining revenue woes with a systematic acquisition strategy focused on Information Services companies. The benefit to IBM in targeting the Information Services sector goes beyond the obvious immediate-term revenue relief and operating margin accretion. The key strategic benefit is that the Info Services companies are … Continue reading How to Fix IBM: M&A and More M&A